Recorded on 28 January 2020, Senior Business Development Manager, Henny Dovland uses planning scenarios to explore the opportunities intergenerational planning can create for financial advisers.
Watch our webinar below to discover how you can retain assets under advice and have a positive impact on planning outcomes by engaging with the next generation.
The webinar covers:
Posted: 28/01/2020 Categories: Events, Inheritance Tax, News, TIME:Advance, TIME:AIM, TIME:CTC